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Key shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Key (KEY) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Key

Tip: Access up to 7 years of quarterly data

All positions including Key held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Key by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $197k 11k 18.69
2025-06-30 $193k 11k 17.42

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding Key

Bank of Nova Scotia
Vanguard Group
BlackRock
State Street Corporation
FMR
Wellington Management Company
Hanna Zanoni
Geode Capital Management
Capital World Investors
Invesco
Franklin Resources
Goldman Sachs Group
Morgan Stanley
Diamond Hill Capital Management
Dimensional Fund Advisors

View all funds holding Key